Welcome to Sands Financial Services! 
 

* WEALTH MANAGEMENT     STRATEGIES

* ADVISORY ACCOUNTS

* THIRD PARTY MONEY MANAGEMENT

* RETIREMENT PLANNING

* TRUST PLANNING

* LIFE INSURANCE

* LONG-TERM CARE

* ANNUITIES  

* MUNICIPAL BONDS 

* MUTUAL FUNDS & ETFs

* 401K OR 403B ROLLOVER 

* COLLEGE PLANNING 

 

advice for life

3 ways to get started today!

•  PERSONAL FINANCIAL ROADMAP
Nothing beats a thorough analysis of your unique financial situation – especially one prepared by a licensed professional - that covers important aspects of your investing life! Evaluate where you are, find out where you should be going and how you could get there.

•  PORTFOLIO ANALYSIS
Get a professional analysis of how well your investment portfolio is addressing your objectives, and if unseen risks and flaws could be setting you up for financial insecurity down the road. 

•  PORTFOLIO RESEARCH ARTICLES
Chock-full of valuable information on taking control of your financial destiny, and loaded with lots of reports and research!

•  A WEALTH MANAGEMENT APPROACH
The strategies we provide for clients are based on YOUR dreams & needs, without a product sales agenda. Our advice is designed to harmonize with many aspects of your financial life, from estate, retirement, and tax planning, down to, business, and college issues, and we are eager to work with your legal and tax advisors.